Cyndeo Wealth Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Cyndeo Wealth Partners’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$485K	Sell	8,634 -1,007	-10%	-$70.2K	0.02%	357
2026 Q1	$690K	Hold	9,641	–	–	0.04%	279
2025 Q4	$652K	Sell	9,641 -636	-6%	-$33.4K	0.04%	287
2025 Q3	$457K	Hold	10,277	–	–	0.03%	320
2025 Q2	$354K	Hold	10,277	–	–	0.02%	356
2025 Q1	$334K	Hold	10,277	–	–	0.02%	350
2024 Q4	$283K	Hold	10,277	–	–	0.02%	370
2024 Q3	$306K	Hold	10,277	–	–	0.02%	361
2024 Q2	$286K	Hold	10,277	–	–	0.02%	340
2024 Q1	$245K	Sell	10,277 -16,805	-62%	-$376K	0.02%	349
2023 Q4	$617K	Buy	27,082 +331	+1%	+$7.37K	0.06%	226
2023 Q3	$569K	Buy	26,751 +281	+1%	+$6.35K	0.06%	214
2023 Q2	$578K	Buy	26,470 +268	+1%	+$6.22K	0.06%	205
2023 Q1	$606K	Buy	26,202 +5,149	+24%	+$111K	0.07%	201
2022 Q4	$484K	Buy	+21,053	New	+$430K	0.06%	219

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cyndeo Wealth Partners's SIVR Position: Q2 2026 in Review

Cyndeo Wealth Partners reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 10% in Q2 2026, selling an estimated $70.2K and leaving 8,634 shares worth $485K. The position accounts for 0.02% of the portfolio, ranked #357.

Cyndeo Wealth Partners first reported a position in SIVR in Q4 2022 and has held it in 15 quarters since. The position peaked at $690K in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Cyndeo Wealth Partners held 8,634 shares of abrdn Physical Silver Shares ETF worth $485K as of Q2 2026.
Cyndeo Wealth Partners sold 1,007 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $70.2K.
abrdn Physical Silver Shares ETF made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #357 holding.
Cyndeo Wealth Partners first reported a position in abrdn Physical Silver Shares ETF in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's abrdn Physical Silver Shares ETF position peaked at $690K in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.